Business Details
46 Years
experience
Your Trusted Partner for Personalized Financial Planning & Investment Management
Weber Asset Management is a boutique, multi-generational wealth management firm dedicated to providing personalized financial planning and investment management services. With over 30 years of experience, we operate as fiduciaries, legally required to act in our clients' best interests. Our approach begins with understanding each client's unique financial situation, goals, and risk tolerance to create customized roadmaps for long-term success. We specialize in connecting all aspects of wealth management, including retirement planning, cash flow analysis, wealth transfer, and tax-efficient strategies.Our team of certified professionals combines decades of industry expertise with a family-focused philosophy, treating clients as partners rather than account numbers. We emphasize transparency, education, and proactive communication, offering quarterly reports and regular portfolio reviews. As pioneers in no-load mutual funds and active asset allocation, we continue to innovate while maintaining our commitment to personalized service. Our SEC-registered firm serves individuals and families seeking to align their financial plans with their life goals and values.
Services
Investment Management
Retirement Planning
Cash Flow Planning
Wealth Transfer
Charitable Giving
Multi-Generational Planning
Education Planning
Risk Management
Tax Planning
Details
- Year established: 1980
Highlights and features
- We operate as fiduciaries, legally required to act in your best interest.
- Our team includes CERTIFIED FINANCIAL PLANNERS and industry-recognized experts.
- We offer customized financial roadmaps tailored to individual goals and values.
- We pioneered no-load mutual fund strategies with 30+ years of proven experience.
- We provide transparent communication with quarterly reports and portfolio reviews.
Associations and certifications
- Registered Investment Advisor (RIA)
Services
Investment Management
Our core service focuses on building customized investment portfolios using Fidelity mutual funds and ETFs. We create strategies aligned with your financial goals, risk tolerance, and time horizon. Our active asset allocation approach emphasizes broad diversification and regular portfolio reviews to ensure alignment with your evolving needs.
Retirement Planning
We help clients prepare for meaningful retirement by developing comprehensive strategies that consider lifestyle goals and family needs. Our approach integrates cash flow analysis, tax-efficient withdrawal strategies, and risk management to ensure financial security throughout retirement years while maintaining alignment with personal values.
Wealth Transfer
Our wealth transfer planning addresses intergenerational asset transfer while minimizing tax implications. We guide clients through estate documents, trust structures, and legacy planning while facilitating family discussions about financial values and responsibilities to preserve family wealth across generations.
Tax Planning
We develop tax-efficient strategies that integrate with overall financial plans. Our approach includes analyzing retirement account conversions, capital gains realization timing, and charitable giving strategies to maximize after-tax returns while maintaining compliance with evolving tax regulations.
Multi-Generational Planning
This service focuses on preserving family wealth across generations through coordinated investment, education, and communication strategies. We help families establish financial values, educate younger generations about wealth management, and implement structures that support long-term family financial continuity and shared legacy goals.
People
Ken Weber
President
Ken Weber founded Weber Asset Management in 1980 after pioneering no-load mutual fund strategies. He authors financial advice books and serves on Fidelity's RIA Advisor Council. With 40+ years in the industry, he focuses on investment strategy and client relationships while mentoring young performers in his spare time.
Jack Bowers
Chief Investment Strategist
Jack Bowers has served as Chief Investment Strategist since 1993, specializing in Fidelity fund analysis. He publishes the Fidelity Monitor & Insight newsletter and has been recognized in major financial publications. With engineering expertise, he focuses on market behavior analysis and risk management strategies for client portfolios.
Jennifer Weber
Vice President | Financial Planning
Jennifer Weber, a CERTIFIED FINANCIAL PLANNER, leads financial planning at Weber Asset. She specializes in retirement and estate planning, focusing on women's financial education. With prior experience at Morgan Stanley and Goldman Sachs, she combines technical expertise with personalized client guidance as part of the firm's leadership team.
Kathy Daly
Senior Vice President
Kathy Daly has been with Weber Asset since 1986, managing high-net-worth client relationships. As a founding team member, she transitioned from portfolio management to strategic client services. She focuses on personalized investment guidance while maintaining long-term client relationships through clear communication and tailored financial solutions.
Stuart Markowitz
Chief Compliance Officer | Portfolio Manager
Stuart Markowitz serves as both Chief Compliance Officer and portfolio manager. With dual NYU and St. John's University degrees, he combines regulatory expertise with investment management. He focuses on client portfolio management while ensuring regulatory compliance, bringing both technical and personal approaches to wealth management.
Questions
What services does Weber Asset Management offer?
We offer investment management, retirement planning, tax optimization, wealth transfer, and multi-generational planning. Our services focus on connecting all aspects of your financial life through personalized strategies tailored to your unique goals and values.
Are you legally required to act in my best interest?
Yes, as a Registered Investment Advisor, we operate as fiduciaries required by law to act in your best interest at all times when providing investment advice and managing your assets.
How do you approach investment management?
We use active asset allocation with Fidelity mutual funds and ETFs, focusing on broad diversification. Our approach combines Jack Bowers' market expertise with personalized strategies tailored to each client's goals and risk tolerance.
What makes your firm different from robo-advisors?
We provide personalized, one-on-one guidance from experienced professionals rather than automated solutions. Our team builds long-term relationships, offering comprehensive financial planning beyond algorithm-driven investment management.
How often do you review client portfolios?
We provide quarterly reports and regular portfolio reviews. Clients receive monthly statements from Fidelity and can request consultations at any time for portfolio adjustments or strategy discussions.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through virtual consultations while maintaining our Lake Success, NY headquarters. Our personalized approach works for clients regardless of geographic location through secure digital communication tools.
